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Feature Details

Module: Project management and accounting
First Available In 10.0.40
Find out more at https://aka.ms/ProjBudgetManagementFeatureLifecycle State: Can Be Disabled:

Content Author Info

Created By Nathan Clouse
Created On 2024-06-23
Updated By Nathan Clouse
Update On 2024-06-23

The project budget management feature introduces the capability to copy budget lines into forecast tables, as an alternative to the current default of using estimate lines. With this feature, CE/Dataverse serves as the master for project budget management. The budget, essentially an approved estimate snapshot, becomes non-editable unless revised in CE/Dataverse. This ensures more controlled changes to the budget and tracks forecast changes as well. Switching between estimate-based forecasts and budget-based forecasts will overwrite previously transferred forecasts for a project.